"What I appreciate about the TTI Suite is that it's always being updated. I know my team is working with the latest tax information, and useful features are regularly added based on our feedback. TTI's ability to solve complex tax calculations such as Safe Income and Assets vs Shares speaks to their expertise, and I encourage attendees at my seminars to try their solutions."
Manu Kakkar, CPA, CA, TEP, MTax
"TTI provides a multitude of Excel-based spreadsheet tools that make life easier for my team. From salary/dividend decisions, forex calculations to safe income calculations and everything in between. You have to see the list to realize the value that is included in the suite - and they are constantly updated. It's also nice to have the videos to follow along with on the more complicated ones. I wish this had been around when I started my practice."
"It’s easy to use the TTI Suite. Everything’s in place to get started quickly – training videos, completed examples, and built-in guides to ensure even challenging calculations don’t overlook important details. TTI’s worksheets improve my ability to service my clients tremendously."
"Our firm has been using Tax Templates for over a year and we only have good things to say. There is a bit of a learning curve, but they do everything they can to help. We are now able to perform tax (and accounting) calculations in a fraction of the time. Not to mention the fact that many of the worksheets come with colour-coded charts, which are helpful in client meetings."
"TTI helps me show the value of our tax planning strategies to clients. More than just an average tax rate, they can see precisely where each dollar ends up using easy to understand charts".
"My clients are always looking for opportunities to save on tax. Running the actual numbers with the TTI Suite lets us properly evaluate the full outcomes - whether for routine decisions or special transactions."
Boris Volfovsky, CPA, CA
CPA Solutions LLP
"The TTI Suite has been a great time-saving tool in my office. Their worksheets provide me with more opportunities to bring value to my clients – replacing chores that could take hours with streamlined solutions we can finalize in minutes."
"Working with the TTI worksheets has been a great process so far. When I review a TTI worksheet, I know that I'm looking at comprehensive results that have been well reviewed. My clients appreciate knowing that our tax strategies are tailored to their precise situation, and the variety of simulations I can present them with."
"Having used TTI in a firm environment, I subscribed on day one when starting my own practice. Using the TTI Suite gives me the tools I need to provide insightful and accurate advice to my clients. They also provide superb support!"
Serena Dang, CPA, CA, LPA
Dang CPA Professional Corporation
"The TTI Suite has allowed our firm to bring our tax planning discussions with our clients to the next level. Tax can be incredibly complex, therefore it's great to be able to utilize a tool that allows us to simplify complex tax scenarios in a visual way that our clients can understand."
"Our office used to prepare and update our own tax planning and integration templates. We have a diverse client base with clients ranging across the country, so this was a very time consuming undertaking. Additionally, with all the formulas and various tax brackets within the provinces, there was always a fear that an error was made. It took some time to integrate TTI's planning tools into our existing processes, but now the process is working great. We no longer waste hours updating templates, and we are confident in the accuracy of the information being provided."
"We have been using TTI for about a year and half, and are very pleased with the functionality. Being able to streamline these regular calculations and standardize our working papers has saved our firm many hours. We found the videos answered almost all of our questions, but we are able to get personalized help, and also have an opportunity to contribute to the development of future spreadsheets. Thanks for the great product and excellent customer service."
"I have been using the TTI Suite for over a year now. Each worksheet is extensive, and provides me with solutions I can use immediately. These worksheets are a significant time-saver, and provide my clients with presentations that they can understand. The support is unbelievable, and they are always willing to hear my feedback."
"TTI worksheets have made our accounting and tax planning calculations a breeze. They're relatively easy to learn and use. Constant updates give us comfort that the calculations are up to date."
"These templates have elevated how I tax-plan for my clients. I'm currently using them on every year-end engagement."
"I find the Corporate and Personal tax worksheet useful for presenting the effects of various taxes to my clients based on their specific situations. With TTI, we have the exact tax calculations kept constantly up to date. It is an excellent base to utilise other Excel functionality, such as Solver for precise optimisation."
"Using TTI has made it much quicker and easier to run tax planning calculations. It's great to run everything in Excel and avoid the need to manage yet another program. They've also been responsive to our product suggestions."
"Using TTI worksheets helps me answer the questions that clients are interested in. Their worksheets give me the ability to deliver the results in a clear and concise format that is easy for my clients to follow. The online instructions are clear, effective, and very convenient. Having TTI frees up time updating and integrating in-house templates so that I can focus on servicing my clients."
"We use Tax Templates in our practice to model tax planning outcomes for our clients. It has been a great help to demonstrate the after-tax cash results of different strategies while also improving our firm efficiencies."
Jonah Pearson, CPA, CA, LPA
Moscoe & Company
"We believe that technology is the lifeblood of successful public accounting, but we approach new products with a degree of scepticism. We had TTI in for a session with all of our staff participating. Tax Templates works. The TTI Suite is a must-have tool for your firm to be efficient and proactive, and our staff love the programs. We've saved countless hours performing the difficult tax calculations needed within a public firm diligently serving its individual and corporate clients. The program helps us look smarter!"
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